SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $17.4B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.67B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,438
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.5M
3
+$12.6M
4
TSLA icon
Tesla
TSLA
+$11.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.23M

Top Sells

1
+$18M
2
+$8.78M
3
+$8.18M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.03M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.32M

Sector Composition

1 Technology 14.91%
2 Healthcare 6.47%
3 Consumer Discretionary 6.38%
4 Financials 6.13%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$672K 0.01%
22,020
+4,030
827
$672K 0.01%
7,175
+50
828
$670K 0.01%
19,968
829
$669K 0.01%
2,743
-191
830
$668K 0.01%
18,924
-376
831
$668K 0.01%
12,204
-412
832
$667K 0.01%
45,371
+81
833
$667K 0.01%
36,750
+31,136
834
$666K 0.01%
9,284
-956
835
$666K 0.01%
14,740
-3
836
$664K 0.01%
23,054
837
$662K 0.01%
12,914
+8,439
838
$662K 0.01%
35,137
-91
839
$659K 0.01%
8,158
-11
840
$659K 0.01%
14,099
841
$657K 0.01%
12,850
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842
$654K 0.01%
39,851
+6,925
843
$654K 0.01%
3,852
-6,745
844
$654K 0.01%
30,920
-6,268
845
$650K 0.01%
37,058
846
$641K 0.01%
17,794
847
$639K 0.01%
15,500
+2,300
848
$639K 0.01%
47,772
+6,148
849
$639K 0.01%
19,321
+13,002
850
$638K 0.01%
+5,568
32 33
34
35 36